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Our Blog: The Last Four...

Regardless of what economic, geopolitical, corporate, Trump tweet, or market-moving event occurs, all equity investors need to be prepared for risk.
Risk is the underlying ingredient that creates excess returns over “risk-free” assets like government bonds.
Here’s a… More >>

For the first time since the middle of 2008 Financial Crisis, the S&amp;P 500 Dividend Yield is greater than the yield on 5-, 10-, and 30-year treasuries. [i]
Simply put, stocks are paying more income than bonds which is pretty rare. Historically, bonds tend… More >>

President Trump’s remarks concerning his ongoing trade war with China took on epic proportions last week as he simultaneously attacked the Chairman of the Federal Reserve and the President of China Xi Jinping on Friday. [i]
Calling Chairman Xi an “enemy”… More >>

Last week in our blog “What Else Can Go Wrong,” we accurately predicted several outcomes that would increase equity market volatility.
The S&amp;P 500 did, in fact, post another quarter without any earnings growth, as corporate America officially enters an earnings… More >>

Do you understand all the ins and outs of your 401(k)?

Our 401(k) team is ready to help—employers and participants.

When you have questions, we have answers. We want all of our clients to feel informed and comfortable with their retirement plans. We have an experienced, expert team of 401(k) specialists ready to help both employers set up their 401(k) program and help the participants of those plans.

Right values. Right thinking. Right tools.

If trust is our most valuable asset, expertise is surely a close second.

We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.